JNL/WMC Balanced Fund A (LP40022152)

38.78 -0.01 (-0.03%) USD  |  Dec 13 2024
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LP40022152 1 Year Total Returns (Daily): 18.67% for Dec. 13, 2024

1 Year Total Returns (Daily) Chart

View 1 Year Total Returns (Daily) for LP40022152.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Fidelity Asset Manager 60% 14.34%
Fidelity Asset Manager 50% 12.78%
Fidelity Balanced Fund 20.40%
State Farm Balanced Fund 18.91%
American Funds American Balanced Fund F1 19.21%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 0.91%
3 Month Total Returns (Daily) 4.22%
6 Month Total Returns (Daily) 7.99%
Annualized 3 Year Total Returns (Daily) 4.85%
Annualized 5 Year Total Returns (Daily) 8.13%
Annualized 10 Year Total Returns (Daily) 7.98%
Annualized 15 Year Total Returns (Daily) 8.73%
Annualized Total Returns Since Inception (Daily) 8.52%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:LP40022152", "one_year_total_return")
Last 5 Data Points: =YCS("M:LP40022152", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.